TWD

True Wealth Design Portfolio holdings

AUM $327M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
+740
277
$27K 0.01%
+1,860
278
$26.9K 0.01%
1,220
+26
279
$26.8K 0.01%
103
+91
280
$26.4K 0.01%
+406
281
$26.3K 0.01%
590
-14,130
282
$26.2K 0.01%
142
-8
283
$26.2K 0.01%
+135
284
$26K 0.01%
+294
285
$25.9K 0.01%
+92
286
$25.7K 0.01%
149
+142
287
$25.6K 0.01%
356
-99
288
$25.4K 0.01%
+492
289
$25.3K 0.01%
+2,119
290
$25.1K 0.01%
656
+636
291
$25.1K 0.01%
348
+326
292
$25.1K 0.01%
+126
293
$25K 0.01%
+169
294
$24.6K 0.01%
+906
295
$24.4K 0.01%
+83
296
$24.4K 0.01%
838
-30,453
297
$24.4K 0.01%
226
+219
298
$24.2K 0.01%
+3,059
299
$23.7K 0.01%
1,678
+1,077
300
$23.6K 0.01%
95
+88
10 11
12
13 14